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INTUITIVE MACHINES INC LUNR

Intuitive Machines, Inc. operates as a space infrastructure and services company in the United States. Public profile fields identify industry: Aerospace & Defense, sector: Industrials, founded: 2013, country: United States.

Company profile

Business mix

  • The company provides delivery services for the transportation and delivery of payloads, such as satellites, scientific instruments, and cargo to various destinations in space, rideshare delivery, and lunar surface access.
  • It also offers Nova-C lunar lander that combines flight-proven with a scalable design to meet the demands of the emerging lunar economy.
  • In addition, the company provides lunar data network. It serves its products to the U.S. government, which include NASA, national security space, U.S. department of Defense, and state governments; commercial; and international customers.
  • The company was founded in 2013 and is headquartered in Houston, Texas.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $37.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $1.7M Estimated from net reduced shares
Net share change / base shares -4.4% -92,674 / 2,112,674
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -3.4% 13F value change +$6.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.0% 13F value change +$11.3M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,112,674 Last 3 periods -92,674 (-4.4%) Total shares 2,020,000 Value $37.5M

Recent mentions

No public mentions.